Microsoft Scenario Library Energy and Resources Resolve equipment issues faster

Available with: Microsoft 365 Copilot and Copilot Studio

Energy and Resources scenario: Resolve equipment issues faster

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Scenario

Improve the efficiency and speed of field workers in addressing operational issues

1. Summarize work schedule

At beginning of the day, the field worker asks Copilot to summarize all tasks. Copilot retrieves data from service platform and summarizes all work orders and tasks for the day ahead.

Copilot Studio icon

Copilot Studio Agent

Benefit: Get organized and save time asking Copilot a summary of daily priorities.

The first task is a maintenance on some electrical equipment in a substation. The field worker asks Copilot to summarize key points of the work order.

Copilot Studio icon

Copilot Studio Agent

Benefit: Ensure a clear understanding of the work to be done with a focus on high-value points.

The field worker does not have experience on that specific model of equipment and the O&M Maintenance manual from the manufacturer is not clear. The field worker asks Copilot to find a specific procedure within the manual and summarize the procedure with simpler wording.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Ask Copilot to find the required maintenance procedure and summarize the procedure with simpler wording.

During the maintenance activity, the field worker finds that the electrical equipment has a persistent error code. The field worker is unsure exactly what the error code refers to. Ask copilot more information about that error code. Copilot helps identify the potential cause of that error code.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Ask Copilot to retrieve a detailed description of the specific error code, including a table with potential causes.

The field worker asks Copilot to find a remediation. Copilot retrieves maintenance knowledge base and service history and suggest a step-by-step procedure for fixing the problem.

Copilot Studio icon

Copilot Studio Agent

Benefit: Ask Copilot to generate step-by-step instructions for fixing the problem using the equipment maintenance manual and service history records.

The field worker fixes the problem, get the electrical equipment back to operative status and asks copilot to summarize the solution to quickly fill in the notes of the work order.

Copilot Studio icon

Copilot Studio Agent

Benefit: Create a summary report highlighting the operational status of the equipment and activities executed to fix the problem.

KPIs

Opportunity to impact key functional area KPIs

Support the development of new energy products and markets by analyzing market trends and optimizing business strategies.
Boost productivity
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

Energy workers leverage Microsoft’s Copilot to streamline operations, enhance efficiency, and deliver exceptional service, ensuring employee satisfaction.
Efficient ticket resolution​
  • Quickly identify urgent issues​
  • Organize information from past interactions​

How Microsoft Copilot can help increase revenue generation

Increase revenue generation by optimizing trading decisions and accelerating licensing and permitting process for capital projects, thereby maximizing financial returns.
Boost productivity
  • Rapidly find information
  • Diagnose problems faster
  • Check for similar issues and resolutions
  • Quickly send follow-up communications

How Microsoft Copilot can help improve safety and compliance metrics

Enhance safety protocols by analyzing incident reports and real-time data. Ensure compliance with regulatory standards by generating accurate and timely reports.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

How Copilot can help improve operational efficiency

Use Copilot to lower operational costs by automating routine tasks and improving workflows and scheduling. Utilize AI-driven insights to maintain the highest standards of process excellence.
Speed problem resolution​
  • Rapidly find information​
  • Diagnose problems faster​
  • Check for similar issues and resolutions​
  • Quickly send follow-up communications​

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.